Pacific Point Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$302,264,327
Clients
84
Advisors
3
of 7 employees
About
Pacific Point Advisors serves affluent families, entrepreneurs, executives, individual investors and institutions, offering discretionary portfolio management for separately managed accounts, financial planning and consulting, sub‑advisory services on TAMPs, and a strategy‑signal service for other registered investment advisers. The firm frames its advisory relationship as a customized, fiduciary engagement and provides written financial plans or consultations alongside ongoing SMA management.
The firm emphasizes diversified, risk‑aware asset allocation and offers its proprietary Stable Earnings model portfolios (Core, Dividend and an MSCI‑rated ESG variant) while also noting the ability to invest in a broad set of instruments, including equities, futures and options. Pacific Point uses third‑party manager relationships, TAMP implementations and third‑party artificial‑intelligence tools for research, portfolio analysis and risk monitoring; all AI outputs are described as decision‑support and subject to human review.
Pacific Point discloses several uncommon structural features relative to many peers: the firm’s principal ownership is tied to affiliated real‑estate entities and real‑estate brokerage activities, and the firm’s owner also operates a separate tax/accounting firm that may provide paid services to clients — conflicts the brochure describes and says are disclosed to clients who are under no obligation to invest in affiliated funds. The firm also licenses strategy signals to Other RIAs (assets relying on those signals are treated as assets under advisement and excluded from Pacific Point’s AUM) and documents the potential for borrowing/margin costs and derivative usage in managed accounts.
Client services
Expertise
Occupation focus
Fee options
$10,000 to $50,000 for Consulting Services
$0+: 0.50% to 1.50% annually +: 0.35% to 1.50% annually (Sub-Advisory Fee)
Up to $1,000/hour
$1,500 to $2,500 per month for Strategy Signal Services
Main office
12626 High Bluff Drive, Suite 200
San Diego CA 92130
Advisors at this office
3
Most active in
Arizona · California · Idaho · Texas
Also doing business as
Alder Capital · Axxcess Wealth Partners · Axxcess Wealth Partners, LLC · Pacific Point Advisors, LLC · Pacific Point Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jagdish (Jay) S
CFA®
San Diego, CA
Pacific Point Advisors, LLC
Jagdish (Jay) Sitlani is a CFA® charterholder with one year of experience at Pacific Point Advisors, LLC. He previously worked at Relational Investors LLC for 19 years and at Pacific Point Capital, LLC for two years. He serves as Chief Financial Officer and General Partner of a real estate fund affiliated with Pacific Point Advisors. Pacific Point Advisors provides discretionary portfolio management, financial planning, and sub-advisory services primarily to affluent families, entrepreneurs, executives, individual investors, and institutions. The firm employs diversified, risk-aware asset allocation and proprietary model portfolios, integrating third-party managers and artificial intelligence tools under human oversight.
Kyle S
Series 65
San Diego, CA
Pacific Point Advisors, LLC
Kyle Spiewak is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Pacific Point Advisors, LLC and has previously worked at Del Mar Wealth Advisors, Avantax Advisory Services, 1st Global Advisors Inc, Torrey Pines Advisors & Accountants LLP, and Aldrich Group LLP. Outside of his advisory role, he is a partner at Torrey Pines Advisors & Accountants LLP, where he provides tax and accounting services. Pacific Point Advisors serves affluent families, entrepreneurs, executives, individual investors, and institutions by offering discretionary portfolio management, financial planning, consulting, sub-advisory services, and strategy-signal services to other registered investment advisers. The firm focuses on diversified, risk-aware asset allocation through proprietary model portfolios and utilizes third-party managers and artificial intelligence tools for research and portfolio monitoring.
Henry W
CFA®, Series 63
San Diego, CA
Pacific Point Advisors, LLC
Henry Winship IV is a CFA charterholder and Series 63 licensee with six years of industry experience. He is a managing member of Pacific Point Capital, LLC, which serves as general partner to multiple Pacific Point Funds, and holds a California real estate broker license. Since 2018, Mr. Winship has served on the Board of Bunge Limited, where he is Chairman of the Audit Committee. Pacific Point Advisors, LLC provides discretionary portfolio management, financial planning, and consulting services to affluent families, entrepreneurs, executives, individual investors, and institutions. The firm employs diversified, risk-aware asset allocation and proprietary Stable Earnings model portfolios, utilizing third-party managers and AI tools for research and risk monitoring.
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